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We’re excited to announce Hearsay Advisor Actions for Salesforce Financial Services Cloud at Dreamforce.
Advisor Actions improve outcomes critical to your business by automatically guiding advisors and agents to reach out to clients in the moments that matter, such as following up on a lead or reaching out to schedule an annual review.
This is driving field and corporate productivity metrics including:

  • Double-digit lift in lead conversion and cross-sell
  • Staff time (and headcount) savings
  • Increase in corporate visibility and insight into field activities by 10-15X

Please submit the form to the right if you’re interested in learning more.